Tariffs hit the $ILMN supply chain.
May 6, 2025 at 8:45 PM
Tariffs hit the $ILMN supply chain.
Hey $ILMN, do you have a lobby?
With NIH funding frozen and no more China sector, you might want to get the gang together and help the cause!
With NIH funding frozen and no more China sector, you might want to get the gang together and help the cause!
In #NextGenSequencing news, China now outright bans the imports of Illumina $ILMN machines in US Retaliation. www.bloomberg.com/news/article...
China Bans Imports of Illumina DNA Machines in US Retaliation
China banned the import of Illumina Inc. gene-sequencing machines as part of a wave of retaliatory measures against fresh US tariffs on all Chinese goods, deepening the US company’s woes in one of its...
www.bloomberg.com
March 4, 2025 at 12:28 PM
Hey $ILMN, do you have a lobby?
With NIH funding frozen and no more China sector, you might want to get the gang together and help the cause!
With NIH funding frozen and no more China sector, you might want to get the gang together and help the cause!
Illumina $ILMN is adding 5% price increase on consumables in the US due to tariffs.
May 6, 2025 at 9:27 PM
Illumina $ILMN is adding 5% price increase on consumables in the US due to tariffs.
ILMN | Illumina (NASDAQ):
🏆 Yesterday's Daily Top Movers UP - #1: ILMN moved UP by 7.25% close: 273.90 (prev. day: 255.38)
🏆 Yesterday's Daily Top Movers UP - #1: ILMN moved UP by 7.25% close: 273.90 (prev. day: 255.38)
September 25, 2026 at 8:31 AM
ILMN | Illumina (NASDAQ):
🏆 Yesterday's Daily Top Movers UP - #1: ILMN moved UP by 7.25% close: 273.90 (prev. day: 255.38)
🏆 Yesterday's Daily Top Movers UP - #1: ILMN moved UP by 7.25% close: 273.90 (prev. day: 255.38)
In #NextGenSequencing news, China now outright bans the imports of Illumina $ILMN machines in US Retaliation. www.bloomberg.com/news/article...
China Bans Imports of Illumina DNA Machines in US Retaliation
China banned the import of Illumina Inc. gene-sequencing machines as part of a wave of retaliatory measures against fresh US tariffs on all Chinese goods, deepening the US company’s woes in one of its...
www.bloomberg.com
March 4, 2025 at 9:55 AM
In #NextGenSequencing news, China now outright bans the imports of Illumina $ILMN machines in US Retaliation. www.bloomberg.com/news/article...
In #NextGenSequencing news, the impact of the NIH defunding issues in the US have already been felt in the stock valuations of companies like Illumina $ILMN. The rumors today is that Illumina is also undergoing another Reduction in Force (RIF) that will affect 300 people.
February 12, 2025 at 3:19 PM
In #NextGenSequencing news, the impact of the NIH defunding issues in the US have already been felt in the stock valuations of companies like Illumina $ILMN. The rumors today is that Illumina is also undergoing another Reduction in Force (RIF) that will affect 300 people.
Anomalous Activity for Sep 24: #ILMN
$ILMN is a notable upside outlier: Persistence +2.0σ and Relative Return +4.1σ. The trend was already positive, and relative performance has strengthened across the last two sessions.
$ILMN is a notable upside outlier: Persistence +2.0σ and Relative Return +4.1σ. The trend was already positive, and relative performance has strengthened across the last two sessions.
September 25, 2026 at 10:15 AM
Anomalous Activity for Sep 24: #ILMN
$ILMN is a notable upside outlier: Persistence +2.0σ and Relative Return +4.1σ. The trend was already positive, and relative performance has strengthened across the last two sessions.
$ILMN is a notable upside outlier: Persistence +2.0σ and Relative Return +4.1σ. The trend was already positive, and relative performance has strengthened across the last two sessions.
More bad news due to the #Trump #NIH war for the #LifeScienceTools companies in #biotech: Monday trading shows Illumina $ILMN shedding another -6%, and @10xgenomics.bsky.social $TXG which is highly tied to academic budgets is down -10-12% in today's trading. PacBio $PACB down -33% in the last 4wk.
February 10, 2025 at 2:45 PM
More bad news due to the #Trump #NIH war for the #LifeScienceTools companies in #biotech: Monday trading shows Illumina $ILMN shedding another -6%, and @10xgenomics.bsky.social $TXG which is highly tied to academic budgets is down -10-12% in today's trading. PacBio $PACB down -33% in the last 4wk.
JPM25 Illumina $ILMN open.substack.com/pub/albertvi...
JPM25 Illumina $ILMN
Illumina, Inc., founded in 1998 and headquartered in San Diego, California, is a leader in the Next-Generation Sequencing segment, with their SBS short-read sequencing method being the most widely use...
open.substack.com
January 16, 2025 at 8:36 AM
JPM25 Illumina $ILMN open.substack.com/pub/albertvi...
One big npn-announcement from Illumina $ILMN at #AGBT25 is that they could come up with a nanopore method in 2030. Oxford @nanoporetech.com is available today.
February 27, 2025 at 4:00 PM
One big npn-announcement from Illumina $ILMN at #AGBT25 is that they could come up with a nanopore method in 2030. Oxford @nanoporetech.com is available today.
Illumina $ILMN stock after 15 minutes of Roche SBX presentation.
February 20, 2025 at 5:16 PM
Illumina $ILMN stock after 15 minutes of Roche SBX presentation.
A post on the economics of Life Science Tools companies, e.g. Illumina $ILMN, @10xgenomics.bsky.social $TXG or PacBio $PACB. perpetualpolymerase.substack.com/p/of-razors-...
February 28, 2025 at 9:33 AM
A post on the economics of Life Science Tools companies, e.g. Illumina $ILMN, @10xgenomics.bsky.social $TXG or PacBio $PACB. perpetualpolymerase.substack.com/p/of-razors-...
China on Tuesday announced 10 US firms as 'unreliable entities': TCOM Limited, Stick Rudder, Teledyne Brown Engineering Inc., Huntington Ingalls, S3 AeroDefense, Cubic Corporation, TextOre, ACT1 Federal, Exovera, and Planate Mgmt, as well as Illumina $ILMN, all banned from exporting to China.
In #NextGenSequencing news, China now outright bans the imports of Illumina $ILMN machines in US Retaliation. www.bloomberg.com/news/article...
China Bans Imports of Illumina DNA Machines in US Retaliation
China banned the import of Illumina Inc. gene-sequencing machines as part of a wave of retaliatory measures against fresh US tariffs on all Chinese goods, deepening the US company’s woes in one of its...
www.bloomberg.com
March 4, 2025 at 1:54 PM
China on Tuesday announced 10 US firms as 'unreliable entities': TCOM Limited, Stick Rudder, Teledyne Brown Engineering Inc., Huntington Ingalls, S3 AeroDefense, Cubic Corporation, TextOre, ACT1 Federal, Exovera, and Planate Mgmt, as well as Illumina $ILMN, all banned from exporting to China.
2026-09-21
BE Bloom Energy
天然ガスや水素などを燃料とする「固体酸化物形燃料電池（SOFC）」を利用した、クリーンな定置型発電システム（マイクログリッド）の世界的リーダー
P Everpure
旧社名ピュア・ストレージ（Pure Storage）から社名変更した企業で、オールフラッシュ（半導体メモリ）技術を用いたクラウド・データストレージやデータ管理プラットフォームを提供
ILMN Illumina, Inc. Health Care
DNA遺伝子解析およびゲノム解析システムの分野における世界的な絶対王者
#S&P500入れ替え
BE Bloom Energy
天然ガスや水素などを燃料とする「固体酸化物形燃料電池（SOFC）」を利用した、クリーンな定置型発電システム（マイクログリッド）の世界的リーダー
P Everpure
旧社名ピュア・ストレージ（Pure Storage）から社名変更した企業で、オールフラッシュ（半導体メモリ）技術を用いたクラウド・データストレージやデータ管理プラットフォームを提供
ILMN Illumina, Inc. Health Care
DNA遺伝子解析およびゲノム解析システムの分野における世界的な絶対王者
#S&P500入れ替え
September 23, 2026 at 3:42 AM
2026-09-21
BE Bloom Energy
天然ガスや水素などを燃料とする「固体酸化物形燃料電池（SOFC）」を利用した、クリーンな定置型発電システム（マイクログリッド）の世界的リーダー
P Everpure
旧社名ピュア・ストレージ（Pure Storage）から社名変更した企業で、オールフラッシュ（半導体メモリ）技術を用いたクラウド・データストレージやデータ管理プラットフォームを提供
ILMN Illumina, Inc. Health Care
DNA遺伝子解析およびゲノム解析システムの分野における世界的な絶対王者
#S&P500入れ替え
BE Bloom Energy
天然ガスや水素などを燃料とする「固体酸化物形燃料電池（SOFC）」を利用した、クリーンな定置型発電システム（マイクログリッド）の世界的リーダー
P Everpure
旧社名ピュア・ストレージ（Pure Storage）から社名変更した企業で、オールフラッシュ（半導体メモリ）技術を用いたクラウド・データストレージやデータ管理プラットフォームを提供
ILMN Illumina, Inc. Health Care
DNA遺伝子解析およびゲノム解析システムの分野における世界的な絶対王者
#S&P500入れ替え
Of the companies I track, PacBio $PACB and 10X Genomics @10xgenomics.bsky.social $TXG are amongst of the most affected, down -13.5% and -9.4% respectively. Also bad numbers for $ILMN Illumina, down -5.5%.
January 23, 2025 at 3:30 PM
Of the companies I track, PacBio $PACB and 10X Genomics @10xgenomics.bsky.social $TXG are amongst of the most affected, down -13.5% and -9.4% respectively. Also bad numbers for $ILMN Illumina, down -5.5%.
#Doge doesn’t seem to understand that delaying/cutting #NIH funding to Universities not only hurts Unis & American lives, but also wallstreet. Cutting NIH research will impact biotech company revenue & thus their stock.
#TMO #NYSE #BDX #ILMN #A #TMO #BIO #RVTY #WAT #QGEN #DHR #BRKR #MTD #CZMWY
#TMO #NYSE #BDX #ILMN #A #TMO #BIO #RVTY #WAT #QGEN #DHR #BRKR #MTD #CZMWY
What I still can't understand is what Thermo, Qiagen, Illumina, Nikon, Zeiss, BD, Biotechne, Abcam, Jax, Sigma [etc] think will happen? How much of common biotech/biomed reagent/instrument company revenue is from universities? Yet silence from them.
February 27, 2025 at 9:18 AM
In #NextGenSequencing news, updated the #NGS #specs w/ two upcoming Illumina $ILMN NovaSeqX 25B kits, for 100cycles and 200cycles.
Now the cheapest $/Gb short-read runs are:
(1) NovaSeq X 25B (300 cycles) = $2.22/Gb
(2) NovaSeq X 25B (200 cycles) = $2.72/Gb
(3) NovaSeq X 10B (300 cycles) = $3.54/Gb
Now the cheapest $/Gb short-read runs are:
(1) NovaSeq X 25B (300 cycles) = $2.22/Gb
(2) NovaSeq X 25B (200 cycles) = $2.72/Gb
(3) NovaSeq X 10B (300 cycles) = $3.54/Gb
December 3, 2024 at 12:20 PM
In #NextGenSequencing news, updated the #NGS #specs w/ two upcoming Illumina $ILMN NovaSeqX 25B kits, for 100cycles and 200cycles.
Now the cheapest $/Gb short-read runs are:
(1) NovaSeq X 25B (300 cycles) = $2.22/Gb
(2) NovaSeq X 25B (200 cycles) = $2.72/Gb
(3) NovaSeq X 10B (300 cycles) = $3.54/Gb
Now the cheapest $/Gb short-read runs are:
(1) NovaSeq X 25B (300 cycles) = $2.22/Gb
(2) NovaSeq X 25B (200 cycles) = $2.72/Gb
(3) NovaSeq X 10B (300 cycles) = $3.54/Gb
Will the Roche SBX ultra high throughput short read sequencer be a true challenger to Illumina $ILMN and Ultima Genomics? AlbertVilella.substack.com
More rumours now on Roche SBX short read sequencer: it supposedly will be a true challenge to Illumina and Ultima Genomics, with 6x higher throughput and Q30 scores.
Highlights Roche SBX:
8M sensor array.
500M bases/second / 15B reads in 4 hours (7-8Tbp).
500bp avg single fragment reads (rumors it may be more an average of 220bp).
Uses Xpandomers.
Rumors of average Q20 scores.
8M sensor array.
500M bases/second / 15B reads in 4 hours (7-8Tbp).
500bp avg single fragment reads (rumors it may be more an average of 220bp).
Uses Xpandomers.
Rumors of average Q20 scores.
January 29, 2025 at 6:21 AM
Will the Roche SBX ultra high throughput short read sequencer be a true challenger to Illumina $ILMN and Ultima Genomics? AlbertVilella.substack.com
There are 8 companies in the S&P 500 & NASDAQ 100 that that are Overbought based on RSI today: $A, $AMD, $ILMN, $INTC, $META, $MRNA, $TMO, $WBD
September 25, 2026 at 1:02 AM
There are 8 companies in the S&P 500 & NASDAQ 100 that that are Overbought based on RSI today: $A, $AMD, $ILMN, $INTC, $META, $MRNA, $TMO, $WBD
What a rough ride for Illumina (ILMN), the company that makes most of the world's DNA sequencers. They've always had a troubled relationship with China, but the tariffs turned trade restrictions into a total ban.
Layoffs started yesterday in San Diego: only 100 people so far (out of ~9,000).
Layoffs started yesterday in San Diego: only 100 people so far (out of ~9,000).
March 4, 2025 at 12:27 PM
What a rough ride for Illumina (ILMN), the company that makes most of the world's DNA sequencers. They've always had a troubled relationship with China, but the tariffs turned trade restrictions into a total ban.
Layoffs started yesterday in San Diego: only 100 people so far (out of ~9,000).
Layoffs started yesterday in San Diego: only 100 people so far (out of ~9,000).
📊 詳細データ｜主要指数・値動き上位
上昇：P +11.15% / ILMN +7.25% / MRNA +6.98%
下落：GEN -12.05% / MGM -10.99% / FSLR -10.32%
主要指数 → 値上がり → 値下がりの順。横にスワイプして確認できます。
上昇：P +11.15% / ILMN +7.25% / MRNA +6.98%
下落：GEN -12.05% / MGM -10.99% / FSLR -10.32%
主要指数 → 値上がり → 値下がりの順。横にスワイプして確認できます。
September 25, 2026 at 12:46 PM
📊 詳細データ｜主要指数・値動き上位
上昇：P +11.15% / ILMN +7.25% / MRNA +6.98%
下落：GEN -12.05% / MGM -10.99% / FSLR -10.32%
主要指数 → 値上がり → 値下がりの順。横にスワイプして確認できます。
上昇：P +11.15% / ILMN +7.25% / MRNA +6.98%
下落：GEN -12.05% / MGM -10.99% / FSLR -10.32%
主要指数 → 値上がり → 値下がりの順。横にスワイプして確認できます。
🔥 Top 10 BIOTECH Leadership Stocks! MRNA (+408.3%), QURE (+109.3%), ILMN (+59.9%) leading the charge with impressive YTD returns. #BIOTECH #LeadershipStocks #Investing
September 24, 2026 at 10:58 AM
🔥 Top 10 BIOTECH Leadership Stocks! MRNA (+408.3%), QURE (+109.3%), ILMN (+59.9%) leading the charge with impressive YTD returns. #BIOTECH #LeadershipStocks #Investing